by Michael Lecours, CFP | Jun 30, 2020 | Economy, Investment Strategies, Retirement, Trend Updates
https://www.wealthstrategiesteam.com/wp-content/uploads/2020/06/Office-Hours-Episode-2.mp4 Welcome back to WST Office Hours! Well, we’ve ripped the band aid off and jumped in feet first to our virtual Office Hours. We got some great feedback (make it shorter!),...
by Cliff Jarvis | Jun 23, 2020 | Economy
The bond market is huge, vast beyond comprehension. There are treasuries, corporates, municipals, student loans, car loans, commercial & home mortgages, and on and on. The Covid-19 catastrophe froze much of these markets. Prices for the buying and selling of these...
by Michael Lecours, CFP | Jun 1, 2020 | Economy, Investment Strategies, Retirement, Trend Updates
https://www.wealthstrategiesteam.com/wp-content/uploads/2020/05/Office-Hours-episode-1-2.mp4 Welcome to Episode 1 of Office Hours! So much has happened over the last few months, we have not had time to cover it all in the typical manner through our blog and...
by Cliff Jarvis | Mar 13, 2020 | Economy
In 1949, Benjamin Graham wrote The Intelligent Investor. Warren Buffett, one of today’s great investors, recently stated that this book changed his life when he was 19 and starting his career. In the recent turmoil of the markets, a look back to Mr. Graham’s advice...
by Michael Lecours, CFP | Jan 14, 2020 | Economy
By now you may have heard about The SECURE Act. As we continue to digest the impact of these new rules, we are seeing some new planning opportunities emerge for our clients. The most important rules changes involve how IRAs are passed to your heirs (or how you inherit...
by Michael Lecours, CFP | Jan 6, 2020 | Economy
I am sharing this article with you because the author does a good job capturing many of the details of the SECURE Act. There are benefits for older individuals (RMD start date moves to age 72 instead of 70.5) and younger ones (use some money in a 529 Plan to pay down...
